Who We Serve
Some families hold most of their wealth in businesses. Others own investment properties, private corporations, registered accounts, insurance policies or assets in several countries. Our work begins by understanding the family behind the numbers.
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Planning around real life
Each planning relationship begins with the family's circumstances, responsibilities and priorities. These are some of the families and decision-makers we often support.
For families managing several properties, corporations, investment accounts, registered assets and responsibilities across generations.
The business may be the family's largest asset and largest financial dependency.
Coordinate corporate wealth with personal protection, retirement and estate priorities.
Support informed, independent decision-making through entrepreneurship, inheritance, divorce, widowhood or family leadership.
For families with members, assets, properties or businesses in different countries.
Prepare before retirement, succession, inheritance, illness or other transitions become urgent.
Connected planning
A balance sheet cannot show every responsibility, relationship or decision that matters. We take the time to understand the context around the assets so planning can be practical, human and connected over time.
Multi-jurisdiction coordination
For families with assets or relationships in more than one country, Copper Hills helps organize questions and coordinate with the relevant specialists. We do not provide foreign tax or legal opinions.
Specialist advice is provided by the appropriate legal, tax, accounting or other qualified professional.
Begin with context
Whether your family is building, protecting or preparing to transfer wealth, the first step is an organized conversation about the decisions in front of you.